Compare JobNimbus vs Nimble vs Insightly

Nimble

CRM
 (56)

Insightly

CRM
 (581)
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Crozscore:

83%
what is this?
98%
33%
interest rising

Crozscore:

96%
what is this?
100%
48%
interest rising

Crozscore:

89%
what is this?
87%
49%
no significant changes
JobNimbus screenshot view 2 more Nimble screenshot view 6 more Insightly screenshot

Software Description:

JobNimbus offers a fully mobile sales and production management software with features including interactive boards, customizable workflows, and photo uploads. Enter new leads and move them through the sales pipeline.

Everything in JobNimbus is organized into job folders, including notes, emails, tasks, contracts, photos, estimates, and more. The entire pipeline can be viewed and interacted with in a digital whiteboard to see where everything is and what's up next. With a mobile app (iOS, Android), JobNimbus provides tools in the field to capture lead information, take and upload pictures to a job folder, and create estimates on the spot.

The app works in offline mode to provide uninterrupted productivity anywhere. Featuring integrations for canvassing, QuickBooks, and EagleView, JobNimbus is a one-stop solution for managing any solar company from the field or in the office.

Software Description:

Nimble provides a smart and easy way to track, engage and nurture contacts as well as source new leads. It is easy to set-up and start using right away.

This service's strength is its social media integration. Nimble brings together all your salespeople’s social media accounts in one platform, to help them mine those networks for new customers and keep them on top of their contact’s social media activities.

Nimble organizes all email and social media contacts in one place, giving its users a 360 degree view of all of their connections. Then they can use this information to make recommendations on who to mark as important contacts and encourage to follow-up at specific times.

Software Description:

Insightly is a web-based customer relationship and project management solution for small to medium sized businesses. Insightly is designed to keep all the information needed to run a business in one place, accessible and searchable by all employees, wherever they are in the world.

Features:

  • Third-Party Plugins/Add-Ons
  • Marketing Automation
  • Electronic Signature
  • API
  • File Sharing
  • Batch Permissions & Access
  • External Integrations
  • Contact Management
  • Contact Sharing
  • Data Visualization
  • Data Import
  • File Transfer
  • Data Export
  • Email Integration
  • Notifications
  • Project Management
  • Multi-User
  • Task Scheduling/Tracking
  • Lead Management
  • Customer Management
  • Calendar Management
  • Scheduling
  • Dashboard
  • Budgeting
  • Referral Tracking
  • Supplier Management

Features:

Features:

  • API
  • Email Integration
  • File Sharing
  • Project Management
  • Contact Management
  • Contact Sharing
  • Lead Management
  • Social-Media Integration

Summary:

    No key features associated with this application.

Summary:

  • Social Media Integration: It combines all user's social media accounts into a unified contact book & inbox.

  • Email: Users can have multiple different email accounts synced with Nimble and can view them all at once or each account separately. Sending emails from any of those accounts is as easy as selecting from a drop down.

  • Tags: Contacts can be based on categories such as ‘influencer’, ‘prospect’, ‘previous client’, ‘job title’, ‘industry’, ‘keep an eye on’, ‘synergy partner’ or whatever new list user wants to create.

  • History: All emails and social engagement are saved in Nimble contact records.

  • Notes: Nimble allows its users to take notes inside a contact and time stamps it with date and time.

  • Deals: Users can manage active deals and view won and lost deals. Inside each deal there is a view to related notes and gain intelligence on each contact that may be involved in that particular deal.

Summary:

    No key features associated with this application.

JobNimbus

$25.00
1 user(s) / month
Included in plan:
  • Unlimited contacts, jobs, and tasks.
  • All features & integrations.
  • Free Express training and support.

Pricing:

  • Credit card required: No
  • $15/month/user, with 14-day free trial.

FAQs:

    What is this service generally used for?
  • JobNimbus is used to track new leads and move them through the sales pipeline, then taking sold jobs through production and into completion.

    With advanced tools like interactive boards, an industry-leading mobile app, and integrations with powerful apps, JobNimbus is a one-stop solution for managing your business.

  • Who are the main user groups of this service?
  • Contractors, Roofing, Remodeling, Solar, Restoration, Construction, etc.

  • What are some applications this service is commonly used in tandem with?
  • Zapier, WePay, Canvassing apps (SalesRabbit, Spotio), Xactimate, naturalForms, DynoForms, QuickBooks, Accurence, EagleView, and more.

  • Does this service offer an API?
  • The JobNimbus API is not open at the moment, but services can request access to the API for integration purposes. Any and all integrations are welcome.

  • Does this service offer multi-user capability (e.g. teams)?
  • Add your team members to collaborate, mention them in notes and they'll be notified, assign them work and receive assignments, see your team in terms of Groups and assign group managers, filter your view to just see your team's stuff.

  • Does this service offer guides, tutorials and or customer support?
  • Pro subscribers get full access to a complete video-based Setup Guide & Training Portal, along with documentation and full phone, email, and social media support.

  • What platforms does this service support?
  • Full support for iOS (iPhone, iPad, iPod Touch) and Android along with offline mode for both. The app is fully functional offline including adding and editing contacts, taking and saving photos, creating estimates, getting signatures, and more. Everything gets synced to the server the next time you get reconnected.

  • Does this service integrate with any other apps?
  • WePay, Zapier, QuickBooks (Desktop & Online), EagleView, naturalForms, Accurence, Google Calendar, Sales Rabbit, Spotio, DynoForms, etc.

FAQs:

    Who are the main user groups of this service?
  • Main users of Nimble are small and medium-sized businesses.

  • What is this service generally used for?
  • It is generally used for Customer Relationship Management.

  • What platforms does this service support?
  • Supported platforms: Linux, Mac, Windows, iOS & Android.

  • What are some applications this service is commonly used in tandem with?
  • Nimble is most commonly used together with: ActiveCampaign, Talkdesk, Freshdesk.

  • Does this service integrate with any other apps?
  • It integrates with: Quotroller, Desk, Freshdesk, Xero, Zoho CRM, PieSync, MailChimp, HubSpot, HootSuite, Wufoo, ActiveCampaign, Constant Contact, FreshBooks, Talkdesk , PandaDoc, Google Contacts, Zendesk, RightSignature, Highrise CRM, SocialBro, Mad Mimi, INinbox, WebMerge, Zapier, Aweber, Evernote, Podio, ClickDesk, Harvest, HipChat, Magento , Shopify, SugarCRM, SalesLogix, Nutshell CRM, NetSuite, Batchbook.

  • Does this service offer an API?
  • The Nimble platform offers access to their stored data via APIs.

  • Does this service offer multi-user capability (e.g. teams)?
  • They offer multi user accounts.

  • Does this service offer guides, tutorials and or customer support?
  • Support provided: User forums, FAQs, support tickets, weekly demos, and solution partners.

FAQs:

    No FAQs associated with this application.

Publisher:

Founded:
-
Based in:
American Fork
Employees:
2-10
Likes:
Followers:

Publisher:

Founded:
2009
Based in:
Southport
Employees:
11-50
Likes:
Followers:

Publisher:

Founded:
2012
Based in:
San Francisco
Employees:
51-200
Likes:
Followers:

Other:

Who uses JobNimbus
  • Freelance
  • Startups
  • SMEs
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Nimble
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Regional Restrictions:
No restrictions.
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